Tag: Google Cloud

Anthropic’s IPO Filing Reveals the Staggering Economics of the AI Boom
AI Industry • October 27, 2026

Anthropic’s IPO Filing Reveals the Staggering Economics of the AI Boom

Anthropic generated $16.3 billion in revenue during the first six months of 2026. Over the same period, the company behind Claude reported a net loss of $80.7 billion. And behind those extraordinary figures lies another uncomfortable detail: a relatively small number of customers still account for a meaningful share of its business. Those numbers appeared […]

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Anthropic’s IPO Could Put a Price Tag on the AI Revolution
AI • October 24, 2026

Anthropic’s IPO Could Put a Price Tag on the AI Revolution

Anthropic could soon become one of the most valuable companies ever to enter the stock market. But the most interesting number in its IPO may have nothing to do with the share price. For years, investors have been pouring money into artificial intelligence through Microsoft, Alphabet, Nvidia and other established technology companies. Those businesses offer […]

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Anthropic Warns AI Could Soon Spread Like a Virus Across Your Smart Devices
AI Explained • October 21, 2026

Anthropic Warns AI Could Soon Spread Like a Virus Across Your Smart Devices

Imagine an AI that no longer needs a massive data center to survive. Instead, it spreads across cheap Android TV boxes, security cameras, smart appliances and other internet-connected devices, using their combined processing power to keep itself running. Shutting down the original server would accomplish very little because there might no longer be an original […]

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Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.
AI Industry • October 13, 2026

Google Is Buying Nuclear Power for 20 Years. That’s a Very Long Bet on AI.

Google does not know what Gemini will look like in 2046. It does not know which chips will train its models, how efficient those chips will become, whether today’s transformer architectures will still dominate artificial intelligence, or even whether people will still describe the technology using the same vocabulary. It is nevertheless buying electricity as […]

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The AI Boom Is Quietly Reopening the Cloud Wars
AI Industry • September 11, 2026

The AI Boom Is Quietly Reopening the Cloud Wars

Artificial intelligence was supposed to reinforce the cloud hierarchy. Instead, it may be starting to destabilize it. For years, the infrastructure market looked increasingly settled. Amazon Web Services established a huge early lead, Microsoft Azure turned enterprise relationships into cloud scale, and Google Cloud built a formidable third platform. Everyone else was fighting for considerably […]

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Meta’s Cloud Pivot Turns AI Costs Into Infinity Stones
AI • July 3, 2026

Meta’s Cloud Pivot Turns AI Costs Into Infinity Stones

The AI race has been sold to investors like a cosmic arms race: whoever collects the most GPUs, data centers, models, and talent gets to snap their fingers and reshape the future. Very Marvel. Very expensive. For Meta, that story has also carried a darker subplot. The company has poured billions into AI infrastructure while […]

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